Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Nearwater Capital Markets, Ltd, State Farm Mutual Automobile Insurance Co, Capitolis Liquid Global Markets Llc, Ttp Investments, Inc., TSG Advice Partners, LLC, Navigation Group, LLC, Retiremitten Financial Llc, Kayne Anderson Rudnick Investment Management Llc, TCP Asset Management, LLC, Quent Long Short Global Small Cap Fund, LP, TRB Wealth Management, LLC, Pinnacle Wealth Management Advisory Group, LLC, Pinnacle Associates Ltd, Roan Capital Partners, Sanchez Gaunt Capital Management, LLC, Dagco, Inc., Integrity Wealth Partners, LLC, Ruggiero Investments, Inc., i Inspire Advisors, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Eagle Strategies LLC | 35 603 | 1,98 | 1 625 | 4,84 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 697 | 1,16 | 32 | 3,33 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 149 340 | 1,92 | 6 817 | 4,76 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 767 | 35 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 79 418 | 12 750,81 | 3 686 | 13 548,15 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 9 657 | 0 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 66 492 | 3 035 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 298 256 | 4,78 | 13 615 | 7,71 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 76 151 | 31,79 | 3 382 | 36,77 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 207 | 9 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8 928 162 | 12,06 | 407 571 | 15,19 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 43 123 | 4,58 | 1 969 | 7,48 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 6 895 | 2,99 | 315 | 5,72 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 21 087 | 18,91 | 963 | 22,24 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 38 280 | 15,41 | 1 748 | 18,60 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 24 341 | 138,31 | 1 111 | 145,25 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 23 157 | 19,67 | 1 057 | 23,05 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 714 | 5 850,00 | 33 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 800 | 37 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 10 343 | 18,17 | 472 | 21,65 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 11 251 | 1,62 | 514 | 4,48 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 16 779 | 2,87 | 766 | 5,66 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 12 585 | 7,11 | 575 | 10,17 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 276 912 | 2,45 | 12 641 | 5,32 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 334 773 | 33,34 | 15 293 | 37,17 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 804 741 | 1,73 | 82 386 | 4,57 | ||||
| 2026-05-12 | 13F | Creative Planning | 133 821 065 | 6,94 | 6 108 932 | 9,93 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 19 963 | 1,25 | 911 | 4,11 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 11 419 | 14,24 | 550 | 24,15 | ||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 104 394 | 1,27 | 4 766 | 4,11 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 161 | 7 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 2 455 | 94,22 | 0 | |||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15 500 | 14,90 | 1 | |||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 21 120 | 2,36 | 964 | 5,24 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 105 611 | 16,22 | 4 690 | 20,63 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 239 953 | 56,79 | 10 954 | 61,17 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 8 696 | 0,49 | 397 | 3,13 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 167 062 | 7,78 | 7 626 | 10,79 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 2 154 387 | 19,33 | 98 348 | 22,66 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 376 600 | 17 192 | ||||||
| 2026-04-29 | 13F | PCB Capital LLC | 33 697 | 13,34 | 1 538 | 16,52 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 30 942 | 5,54 | 1 412 | 8,45 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 747 992 | 3,15 | 34 146 | 6,03 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2 265 319 | 3,63 | 103 412 | 6,52 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 608 | 1 347,62 | 0 | |||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 16 524 | 2,94 | 754 | 5,90 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11 881 | 542 | ||||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 15 298 | 0,64 | 698 | 3,41 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 8 444 | 0,79 | 385 | -0,26 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 30 320 | 0,01 | 1 384 | 2,82 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 6 861 | 16,58 | 313 | 19,92 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 53 778 | 7,88 | 2 455 | 10,89 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 253 360 | 8,53 | 11 566 | 11,56 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 46 | 2 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 636 000 | 4,24 | 29 033 | 7,15 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 218 725 | 122,09 | 55 635 | 128,29 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 91 770 | 4,55 | 4 189 | 7,47 | ||||
| 2026-04-13 | 13F | Trust Co | 3 598 | 163,01 | 164 | 173,33 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 244 233 | 2,02 | 11 149 | 4,87 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2 669 | 3,21 | 122 | 6,14 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 7 690 | 14,08 | 351 | 17,39 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 414 844 | 10,17 | 18 938 | 13,25 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1 504 612 | 16,62 | 66 820 | 16,62 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 523 769 | 6,11 | 23 910 | 9,08 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 16 181 | 78,54 | 739 | 83,58 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 2 657 | 0,38 | 121 | 3,42 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 574 518 | 3,13 | 26 227 | 6,01 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4 285 | 196 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 2 055 459 | 0,05 | 93 832 | 2,84 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 42 295 | 0,51 | 1 931 | 3,32 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1 880 432 | 15,51 | 85 842 | 18,74 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 22 981 | 1 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 15 510 | 6,66 | 708 | 9,26 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 831 | 38 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1 068 | 49 | ||||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 166 581 | 15,17 | 7 604 | 18,39 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 66 780 | 0,39 | 3 048 | 3,18 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 226 895 | 16,39 | 10 530 | 21,64 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 150 138 | 9,00 | 6 854 | 12,03 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 798 373 | 23,64 | 35 456 | 28,33 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 9 147 | 3,12 | 418 | 0,24 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 88 | 0 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 291 410 | 19,51 | 13 303 | 22,85 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 9 104 | 10,22 | 416 | 13,39 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 18 636 | 26,39 | 851 | 28,40 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 11 967 | 1,74 | 546 | 4,60 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 84 717 | 3,54 | 3 867 | 10,49 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 2 306 902 | 0,50 | 102 449 | 4,30 | ||||
| 2026-05-14 | 13F | Betterment LLC | 8 266 335 | 11,49 | 377 | 14,59 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 457 984 | 12,52 | 20 907 | 15,66 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3 869 | 0,83 | 177 | 3,53 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 61 400 | 29,42 | 2 803 | 33,05 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 36 473 | 8,42 | 1 665 | 11,45 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 12 420 | 3,16 | 567 | 5,99 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 5 147 | 235 | ||||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 34 524 | 18,07 | 1 576 | 25,98 | ||||
| 2026-04-23 | 13F | Bell Bank | 60 229 | 22,04 | 2 749 | 25,47 | ||||
| 2026-04-21 | 13F | Maseco Llp | 4 726 | 3,48 | 216 | 6,44 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 4 669 | 213 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 1 222 405 | 0,89 | 55 803 | 3,71 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 789 | 36 | ||||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 828 748 | 37 832 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 24 699 | 3,54 | 1 128 | 6,42 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 10 895 | 1,78 | 497 | 4,63 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 461 791 | 9,22 | 21 081 | 12,27 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 10 200 | 0,99 | 466 | 3,79 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 347 757 | 11,53 | 15 875 | 14,65 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 70 182 | 13,51 | 3 204 | 16,68 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7 450 | 3,13 | 340 | 6,25 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 885 | 40 | ||||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 11 153 | 1,02 | 509 | 3,88 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 16 929 | 6,28 | 773 | 9,19 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 6 714 | 0,46 | 306 | 3,38 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 4 629 | 107,30 | 211 | 113,13 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 2 335 | 107,93 | 107 | 116,33 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 232 694 | 47,19 | 10 622 | 51,31 | ||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 268 597 | 15,49 | 12 261 | 18,72 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 281 259 | 0,56 | 12 839 | -3,26 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 9 | 0 | ||||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 190 315 | 8,08 | 9 304 | 18,99 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 25 649 | 1 171 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 154 168 | 0,26 | 7 038 | 3,05 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2 368 | 9,99 | 108 | 13,68 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 322 109 | 79,61 | 14 704 | 84,63 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 8 422 | 9,14 | 384 | 12,28 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 27 674 | 0,42 | 1 263 | 3,27 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 49 722 | 8,64 | 2 270 | 11,66 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 8 959 | 1,66 | 409 | 4,35 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 7 313 | 19,90 | 334 | 23,33 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 160 864 | 31,47 | 7 343 | 35,16 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 97 736 | 3,03 | 4 462 | 5,91 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 41 521 | 10,84 | 1 895 | 13,95 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 14 793 | 16,28 | 675 | 19,68 | ||||
| 2026-05-15 | 13F | Fmr Llc | 285 646 | 5,24 | 13 040 | 8,17 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 295 863 | 34,88 | 13 506 | 38,65 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 64 240 | 8,00 | 2 933 | 11,02 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 437 340 | 18,78 | 19 965 | 22,10 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 83 275 | 76,80 | 3 802 | 81,78 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 2 013 662 | 1,57 | 99 314 | 9,85 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 3 820 | 174 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 14 301 | 2,12 | 653 | 4,99 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 16 695 | 1,42 | 762 | 4,24 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 55 084 | 2,87 | 2 515 | 5,72 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 812 605 | 3,04 | 37 095 | 5,92 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 988 098 | 28,83 | 182 057 | 32,42 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 84 409 | 13,29 | 3 853 | 16,48 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 5 937 | 6,97 | 271 | 10,16 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 106 464 | 3,61 | 4 860 | 6,51 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 17 682 357 | 13,93 | 807 200 | 117 055,15 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 5 854 | 14,07 | 267 | 17,62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 1 551 434 | 5,19 | 70 823 | 8,13 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 84 788 | 8,94 | 3 871 | 11,98 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 34 837 | 39,89 | 1 590 | 43,89 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 198 510 | 1,53 | 9 062 | 4,37 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 289 571 | 0,62 | 13 219 | 3,43 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 20 858 | 3,86 | 952 | 10,06 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 713 109 | 7,31 | 32 553 | 10,06 | ||||
| 2026-05-11 | 13F | Treasure Coast Financial Planning | 553 081 | 0,79 | 25 249 | 3,62 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2 929 518 | 52,03 | 133 732 | 56,28 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 328 131 | 0,24 | 14 979 | 3,04 | ||||
| 2026-04-10 | 13F | Novem Group | 166 685 | 0,11 | 7 609 | 2,91 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 286 371 | 21,03 | 13 073 | 24,40 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 217 576 | 2,82 | 9 932 | 5,69 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 3 192 | 502,26 | 146 | 530,43 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2 090 453 | 69,39 | 95 430 | 74,12 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 79 065 | 1,12 | 3 609 | 3,47 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 4 540 | 218 | ||||||
| 2026-05-15 | 13F | JMN Financial LLC | 4 382 | 200 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 365 369 | 12,54 | 16 679 | 15,68 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 1 414 453 | 26,67 | 64 570 | 30,20 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 13 509 | 0,91 | 617 | 3,70 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 164 096 | 7,96 | 7 491 | 10,96 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 251 409 | 21,87 | 11 477 | 25,27 | ||||
| 2026-05-14 | 13F | Rench Wealth Management, Inc. | 4 417 | 202 | ||||||
| 2026-04-30 | 13F | Range Financial Group LLC | 94 602 | 2,03 | 4 319 | 4,88 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 771 055 | 2,08 | 35 199 | 4,93 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 389 085 | 807,17 | 17 762 | 832,83 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 309 665 | 18,65 | 14 136 | 21,97 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 38 025 802 | 1,83 | 1 735 878 | 4,67 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 9 068 | 3,41 | 414 | 6,17 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3 048 | 130 | ||||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 768 706 | 0,74 | 35 091 | 3,56 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 475 | 22 | ||||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 16 137 | 11,66 | 737 | 14,82 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 88 390 | 20,79 | 4 035 | 24,19 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 189 376 | 10,93 | 8 645 | 14,02 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 20 591 | 14,90 | 940 | 18,11 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 3 045 | 1,84 | 139 | 5,30 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 23 264 | 0,55 | 1 062 | 3,41 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 2 506 993 | 11,05 | 114 444 | 14,16 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1 957 231 | 41,67 | 89 348 | 45,63 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 11 600 | 20,17 | 530 | 23,60 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 17 377 | 115,60 | 842 | 129,43 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 592 378 | 7,69 | 28 955 | 18,53 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 42 541 | 26,23 | 1 942 | 29,75 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 114 088 | 4,14 | 5 208 | 7,05 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 244 583 | 5,34 | 11 165 | 8,28 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 38 061 | 3,90 | 1 737 | 6,83 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 5 261 | 3,38 | 240 | 6,19 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 517 | 23 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4 390 | 200 | ||||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 6 960 | 0,74 | 309 | 4,75 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 222 749 | 1,74 | 10 169 | 4,58 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 13 748 | 36,35 | 628 | 40,27 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1 388 924 | 5,51 | 63 404 | 1,74 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 159 260 | 2 975,70 | 7 313 | 3 093,01 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 229 532 | 59,85 | 10 478 | 64,31 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 295 301 | 47,39 | 13 480 | 51,51 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 337 621 | 1,14 | 15 412 | 3,97 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 16 116 | 736 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 34 239 | 81,64 | 1 563 | 86,74 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 2 416 | 110 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 515 727 | 16,87 | 23 543 | 20,14 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 127 626 | 5,26 | 5 826 | 8,21 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 9 622 | 0,01 | 439 | 2,81 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4 616 | 1 739,04 | 211 | 1 809,09 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 68 149 | 13,03 | 3 111 | 16,17 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 498 287 | 27,95 | 22 129 | 32,79 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 185 880 | 7,10 | 8 485 | 10,09 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 303 236 | 15,52 | 13 843 | 18,75 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 798 533 | 1,30 | 36 453 | 4,13 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 38 338 | 0,15 | 1 873 | 4,23 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5 501 | 251 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 132 939 | 3,74 | 6 | 20,00 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1 912 258 | 1,94 | 87 295 | 4,79 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 56 660 | 1,62 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 69 049 | 0,83 | 3 152 | 3,65 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 124 761 | 1,59 | 5 695 | -2,27 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 239 035 | 11,66 | 10 912 | 14,78 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 5 516 | 1 235,59 | 256 | 1 242,11 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 88 729 | 5,98 | 4 050 | 8,93 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4 227 683 | 6,77 | 192 994 | 9,75 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 1 386 698 | 8,86 | 63 303 | 11,90 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 109 876 | 4,09 | 4 855 | 3,12 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 148 467 | 15,85 | 6 778 | 19,08 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 10 074 | 490 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 10 311 | 26,84 | 458 | 31,70 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 238 604 | 755,55 | 10 892 | 779,81 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 9 087 | 0,26 | 415 | 2,99 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 5 859 | 5,32 | 267 | 8,10 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 36 181 | 0,63 | 1 652 | 3,45 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 22 437 | 0,03 | 1 024 | 2,81 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 14 174 | 0,07 | 647 | 2,86 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 13 491 | 0,36 | 616 | 3,19 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 12 182 | 9,63 | 556 | 12,78 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 6 956 | 6,07 | 318 | 8,93 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 47 986 | 2 191 | ||||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 546 | 24 | ||||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 648 321 | 8,17 | 29 596 | 11,19 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 5 230 | 239 | ||||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 398 503 | 7,41 | 18 192 | 10,41 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5 916 | 270 | ||||||
| 2026-05-05 | 13F | Navigation Group, LLC | 298 134 | 13 610 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 6 221 | 5,57 | 284 | 8,43 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 306 971 | 14,45 | 14 013 | 17,66 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 67 197 | 53,48 | 3 068 | 48,67 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 8 292 | 17,48 | 379 | 20,77 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 11 483 | 0,38 | 524 | 3,15 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 736 | 65,18 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13 344 665 | 12 238,35 | 609 184 | 12 583,39 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 10 956 | 6,89 | 500 | 9,89 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 533 502 | 3,71 | 25 854 | 2,32 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 14 989 | 684 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 8 789 986 | 4,69 | 401 263 | 7,62 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 129 133 | 4,09 | 5 895 | 6,99 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 304 848 | 4,51 | 14 773 | 5,85 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 5 395 | 3,55 | 246 | 6,49 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 4 478 | 204 | ||||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 16 107 | 735 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 12 291 718 | 561 117 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 9 341 | 2,75 | 426 | 5,71 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 15 360 | 701 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1 693 142 | 4,41 | 77 291 | 7,32 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 6 923 | 0,28 | 316 | 3,27 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 92 697 | 0,54 | 4 232 | 3,35 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 84 579 | 3,21 | 3 861 | 6,10 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 382 988 | 55,42 | 17 483 | 59,76 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 8 019 | 1,22 | 366 | 4,27 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 45 935 | 42,89 | 2 097 | 46,88 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 7 896 | 16,05 | 360 | 19,21 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 77 757 | 3 453 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 418 854 | 5,60 | 19 121 | 8,54 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 792 | 36 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 66 442 | 3 033 | ||||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 235 549 | 7,98 | 10 753 | 10,98 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1 600 | 73 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 2 876 162 | 60,33 | 131 297 | 64,81 | ||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 2 352 670 | 107 399 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 6 055 | 14,31 | 276 | 17,45 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 6 236 | 285 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 341 282 | 232,97 | 15 580 | 242,32 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 141 | 6 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 11 126 | 11,99 | 508 | 14,97 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 90 936 | 3,35 | 4 151 | 6,25 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 52 219 | 42,24 | 2 384 | 46,20 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 13 058 | 21,75 | 596 | 25,21 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 156 926 | 29,06 | 7 164 | 32,65 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 6 337 | 0,81 | 281 | 0,72 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 191 090 | 4,25 | 8 704 | 1,07 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 955 | 44 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 976 036 | 0,39 | 48 011 | 11,19 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2 236 073 | 1 089,72 | 102 077 | 1 123,05 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 29 635 | 31,32 | 1 312 | 30,32 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 176 999 | 2,94 | 8 080 | 5,82 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 8 000 | 365 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 825 847 | 3,93 | 37 700 | 6,84 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 744 083 | 13,70 | 26 838 | 14,89 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 279 765 | 1,74 | 12 771 | 4,58 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 16 101 | 84,60 | 735 | 89,92 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 6 990 | 6,77 | 319 | 10,00 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 8 608 | 7,29 | 393 | 10,11 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 20 888 | 954 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 129 443 | 14,09 | 5 909 | 17,29 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 44 616 | 95,10 | 2 008 | 97,83 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 10 802 | 2,01 | 493 | 4,89 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 11 244 | 30,08 | 513 | 33,94 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2 819 | 28,96 | 129 | 31,96 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 666 364 | 4,83 | 121 720 | 7,76 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6 598 | 6,87 | 301 | 9,85 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 7 159 | 5,76 | 327 | 8,67 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 826 336 | 1,39 | 37 722 | 4,22 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 31 536 | 0,00 | 1 440 | 2,79 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 228 669 | 5,32 | 10 439 | 8,27 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 251 852 | 6,00 | 11 497 | 8,97 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 19 511 | 257,67 | 891 | 267,77 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 12 098 | 99,24 | 552 | 105,20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 86 897 | 14,54 | 3 967 | 17,72 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 145 554 | 18,67 | 6 645 | 22,00 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 84 289 | 89,49 | 3 848 | 94,78 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 235 | 102 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 26 865 | 7,68 | 1 193 | 11,81 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 761 956 | 71,67 | 35 362 | 79,40 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 114 | 5 | ||||||
| 2026-05-04 | 13F | Headland Capital, LLC | 580 365 | 2,20 | 26 494 | 5,05 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 23 315 | 1,65 | 1 064 | 4,52 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 48 645 | 0,59 | 2 348 | 6,83 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21 335 | 203,14 | 974 | 211,86 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 199 594 | 10,69 | 9 201 | 15,51 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 23 800 | 0,80 | 1 086 | 3,63 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3 100 372 | 1,92 | 141 532 | 4,76 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 246 584 | 3,27 | 11 257 | 6,15 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 89 680 | 13,83 | 4 094 | 17,01 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 23 616 | 5,75 | 1 078 | 8,78 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 487 362 | 39,40 | 22 248 | 43,30 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 100 599 | 0,14 | 5 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 971 124 | 11,28 | 89 982 | 14,39 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 29 387 | 239,54 | 1 342 | 249,22 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 4 460 | 204 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3 118 182 | 13,47 | 142 353 | 16,64 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 10 775 | 3,76 | 476 | 3,25 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 6 662 | 7,69 | 304 | 10,95 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 6 039 200 | 275 689 | ||||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 23 744 | 121,72 | 1 084 | 128,00 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 107 | 2 040,00 | 5 | |||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 43 645 | 6,48 | 1 992 | 9,45 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 954 | 44 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 791 394 | 20,26 | 36 127 | 23,62 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 808 | 83 | ||||||
| 2026-04-28 | 13F | Bolthouse Investments, LLC | 17 842 | 2,32 | 814 | 5,17 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 7 278 | 6,95 | 332 | 9,93 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 665 721 | 2,70 | 32 973 | 14,54 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2 235 | 0,22 | 102 | 3,03 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 15 028 | 7,70 | 686 | 10,82 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 33 752 | 5,82 | 1 541 | 8,76 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 119 500 | 3,33 | 5 455 | 6,21 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 3 637 | 11,05 | 166 | 14,48 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 207 722 | 0,73 | 9 483 | 3,54 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11 504 | 525 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 53 908 | 17,85 | 2 461 | 21,12 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 242 675 | 25,11 | 11 078 | 28,60 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 1 949 500 | 88 995 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 36 139 | 6,69 | 1 650 | 9,64 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 26 980 | 31,67 | 1 232 | 35,27 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 19 249 | 5,21 | 879 | 8,13 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 112 579 | 10,49 | 5 139 | 13,59 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2 822 | 129 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 056 | 47 | ||||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 113 | 5 | ||||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 306 344 | 1,27 | 13 985 | 4,09 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 129 267 | 6 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 77 866 | 21,75 | 3 499 | 27,85 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 7 550 | 23,29 | 345 | 26,94 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 7 761 | 3,40 | 354 | 6,31 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 2 589 | 129 350,00 | 118 | |||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 36 043 | 0,11 | 1 645 | 2,94 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 42 987 | 7,29 | 1 962 | 10,29 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 314 238 | 29,64 | 14 345 | 33,25 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 8 995 | 411 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 12 997 | 26,99 | 593 | 30,62 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 9 348 | 1,21 | 427 | 3,90 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 82 620 | 1,18 | 3 772 | 4,00 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 6 444 | 294 | ||||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 10 112 | 32,29 | 462 | 35,99 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 227 987 | 9,76 | 10 408 | 12,83 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 28 593 | 1 305 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 977 517 | 4,81 | 43 412 | 8,78 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 221 540 | 10,34 | 10 113 | 9,11 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 106 089 | 76,58 | 4 924 | 84,52 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 10 273 | 0,69 | 469 | 3,31 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 18 643 | 637 | ||||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 291 328 | 0,32 | 13 299 | -2,02 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2 297 | 105 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 10 254 | 37,79 | 468 | 41,82 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11 016 | 503 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 29 508 | 6,05 | 1 347 | 9,07 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 336 054 | 16,17 | 15 341 | 19,41 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13 039 | 2,23 | 634 | 6,38 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 33 814 | 29,57 | 1 544 | 33,13 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 644 327 | 21,66 | 29 414 | 25,06 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 156 718 | 50,07 | 7 154 | 54,28 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 112 460 | 1,81 | 5 134 | 4,65 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 385 282 | 50,52 | 17 588 | 54,73 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 715 139 | 126,66 | 32 646 | 125,47 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 77 297 | 3 529 | ||||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 88 733 | 99,20 | 4 051 | 104,75 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 207 551 | 0,13 | 9 485 | 3,03 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 2 709 | 124 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 12 910 | 0,38 | 589 | 3,15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 50 430 | 197,47 | 2 302 | 206,12 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 19 873 | 32,66 | 907 | 36,39 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 29 979 | 7,81 | 1 369 | 10,86 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 2 493 051 | 114 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 523 | 5,44 | 26 | 8,70 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 4 409 | 201 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 582 238 | 4,77 | 26 579 | 7,70 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 63 831 | 0,30 | 2 914 | 3,08 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 4 898 | 224 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2 028 656 | 0,78 | 92 608 | 3,59 | ||||
| 2026-04-20 | 13F | Norway Savings Bank | 101 508 | 0,98 | 4 634 | 3,79 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 10 774 | 7,55 | 492 | 10,59 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 35 816 | 1,24 | 1 635 | 4,07 | ||||
| 2026-04-08 | 13F | Tlwm | 17 011 | 17,76 | 777 | 21,06 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 650 316 | 3,28 | 29 687 | 6,17 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22 853 | 8,30 | 1 043 | 11,31 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 77 837 | 6,30 | 3 748 | 9,34 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 1 163 737 | 2,03 | 53 125 | 4,87 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 5 663 | 259 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 891 786 | 0,55 | 40 710 | 3,35 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 5 693 | 5,70 | 260 | 1,97 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 6 728 | 5,99 | 307 | 9,25 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 28 857 | 5,80 | 1 317 | 8,75 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 428 469 | 7,50 | 19 560 | 10,50 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 15 575 | 0,32 | 711 | 3,05 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 83 365 | 5,28 | 3 806 | 8,22 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 7 472 | 2,92 | 341 | 5,90 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 189 198 | 92,72 | 8 637 | 98,12 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 1 264 278 | 12,49 | 57 714 | 15,63 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 6 303 | 20,17 | 290 | 17,41 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 170 | 0,07 | 6 855 | 2,87 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 116 | 241,18 | 5 | 400,00 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 19 559 | 869 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 132 570 | 18,37 | 6 052 | 21,68 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 492 027 | 97,16 | 22 461 | 102,66 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 262 191 | 1,27 | 11 969 | 4,11 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2 310 | 0 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 707 910 | 12,69 | 32 316 | 15,84 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 26 220 | 2,76 | 1 197 | 5,56 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 321 | 15 | ||||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 6 371 313 | 0,72 | 290 850 | 3,53 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 7 029 | 321 | ||||||
| 2026-05-13 | 13F | Rhl Group, Llc | 417 | 19 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 497 402 | 24,25 | 22 706 | 27,72 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 30 173 | 1 377 | ||||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 62 588 | 16,58 | 2 857 | 19,84 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1 540 | 70 | ||||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 230 898 | 2,22 | 10 541 | 5,07 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 19 105 | 1,43 | 872 | 4,31 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 84 519 | 5,92 | 3 858 | 8,89 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 6 402 | 283 | ||||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 40 865 | 5,32 | 1 865 | 8,24 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 48 865 | 2,00 | 2 231 | 4,84 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 120 120 | 3,10 | 5 575 | 7,75 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 5 435 | 4,20 | 248 | 7,36 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 4 382 | 200 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 1 100 | 1,20 | 50 | 4,17 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 125 446 | 21,61 | 5 727 | 24,99 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 349 934 | 0,25 | 15 974 | 3,05 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 40 500 | 1 849 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 176 491 | 8 057 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 613 126 | 4,18 | 27 989 | 7,09 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 6 845 | 312 | ||||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 105 046 | 17,14 | 4 796 | 20,41 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 370 987 | 6,14 | 18 193 | 17,22 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 10 735 | 0,19 | 490 | 3,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 16 480 575 | 38,31 | 752 338 | 42,17 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 185 542 | 4,97 | 8 470 | 7,91 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 30 752 | 4,35 | 1 404 | 7,26 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 19 080 | 20,68 | 871 | 23,93 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 49 088 | 9,04 | 2 241 | 12,06 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 7 617 | 0,04 | 348 | 6,77 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 479 913 | 3,52 | 21 908 | 6,42 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 63 308 | 1,66 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 188 499 | 1 965,74 | 8 605 | 2 024,44 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 5 544 | 1,17 | 253 | 4,12 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 406 494 | 2,96 | 18 557 | 5,67 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 733 830 | 1,70 | 33 499 | 4,54 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1 545 | 71 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 10 672 | 487 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 11 740 | 1 405,13 | 1 | |||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 13 255 | 29,80 | 605 | 33,55 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 151 | 5,59 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | CORDA Investment Management, LLC. | 33 675 | 10,55 | 1 537 | 13,68 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 11 067 | 6 526,95 | 505 | 7 114,29 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 259 941 | 5,05 | 103 166 | 7,98 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 145 789 | 1,79 | 6 655 | 4,64 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 2 454 | 112 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 2 600 | 119 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 1 161 | 1 204,49 | 53 | 1 666,67 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 137 492 | 2,65 | 6 277 | 5,51 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 13 680 | 9,20 | 624 | 12,23 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 31 754 | 1 450 | ||||||
| 2026-05-07 | 13F | Dravo Bay Llc | 34 122 | 3,23 | 1 558 | 6,13 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 82 717 | 2,92 | 3 776 | 5,80 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 62 600 | 27,63 | 2 858 | 31,18 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 216 | 10 | ||||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 74 339 | 44,08 | 3 394 | 48,10 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 14 523 | 1,78 | 663 | 4,58 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 63 051 | 1,71 | 2 878 | 4,58 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 4 456 | 203 | ||||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 11 655 | 53,15 | 532 | 57,86 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 178 731 | 0,14 | 8 159 | 2,94 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1 910 187 | 1,85 | 87 200 | 4,69 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 339 | 15 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 3 593 551 | 0,76 | 164 046 | 3,58 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 34 417 | 54,33 | 1 730 | 75,46 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2 074 | 3,44 | 95 | 5,62 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2 338 | 107 | ||||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 255 858 | 7,93 | 12 412 | 17,89 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 763 350 | 3,02 | 34 847 | 5,90 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 982 | 45 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1 615 919 | 54,47 | 77 176 | 60,80 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 15 853 | 3,52 | 1 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 16 035 | 24,04 | 732 | 27,35 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 27 751 | 0,26 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 22 395 | 7,68 | 1 022 | 10,73 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 51 235 | 745,46 | 2 339 | 769,14 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 13 443 | 2,01 | 614 | 4,79 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 70 161 | 3,04 | 3 203 | 5,92 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 448 086 | 4,51 | 19 900 | 8,47 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 31 664 | 1 445 | ||||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 1 117 102 | 50 996 | ||||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 74 400 | 0,71 | 3 396 | 3,54 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17 525 | 27,03 | 372 | 3,91 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 20 916 | 2,90 | 955 | 5,76 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 14 096 | 53,10 | 643 | 57,60 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 73 683 | 2,88 | 3 364 | 5,75 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 708 441 | 3,95 | 32 340 | 10,89 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2 716 598 | 5,07 | 120 644 | 5,07 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 5 895 | 269 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 76 166 | 1,28 | 3 477 | 4,10 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 733 723 | 1,51 | 33 494 | 4,35 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 9 883 | 64,25 | 451 | 68,91 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 128 739 | 0,72 | 5 762 | 1,09 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 600 699 | 4,01 | 27 422 | 6,92 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 89 841 | 9,77 | 4 101 | 12,85 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1 180 997 | 25,62 | 53 913 | 29,13 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 318 789 | 25,75 | 14 553 | 29,26 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 51 411 | 6,29 | 2 347 | 9,22 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 47 986 | 2 191 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 407 110 | 13,94 | 18 585 | 17,12 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 50 700 | 2 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 601 166 | 10,46 | 27 443 | 13,54 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 26 793 | 18,64 | 1 223 | 22,06 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 169 407 | 4,68 | 7 733 | 7,61 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 170 221 | 7 771 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 13 480 | 21,31 | 615 | 24,49 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 207 597 | 55,12 | 9 200 | 54,79 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 41 310 | 11,59 | 1 886 | 14,66 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 31 593 | 553,02 | 1 442 | 573,83 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 8 882 | 405 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 365 956 | 0,33 | 16 706 | 3,13 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 13 522 | 254,44 | 617 | 265,09 | ||||
| 2026-05-05 | 13F | Altrius Capital Management Inc | 33 084 | 2,81 | 1 510 | 5,67 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 180 344 | 2,52 | 8 233 | 5,38 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 165 706 | 7 564 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 292 243 | 13 341 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 24 | 1 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 250 786 | 67,91 | 11 448 | 72,62 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 107 092 | 17,04 | 4 889 | 20,31 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5 392 | 246 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 7 235 | 336 | ||||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1 126 738 | 2,13 | 51 436 | 4,98 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 94 198 | 6,26 | 4 367 | 9,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 972 288 | 7,38 | 87 155 | 6,85 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 158 463 | 12,04 | 7 234 | 15,16 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 88 356 | 60,97 | 4 033 | 65,49 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 6 854 | 10,64 | 313 | 13,45 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1 785 054 | 3,06 | 81 | 6,58 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 97 456 | 14,28 | 4 449 | 17,45 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 40 819 | 521,77 | 1 863 | 540,21 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 18 283 | 517,25 | 835 | 2,84 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 39 042 | 1 782 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 88 900 | 4 058 | ||||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 400 523 | 20,18 | 18 284 | 23,53 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 25 653 | 40,07 | 1 171 | 44,03 |
